Liontrust MA Blended Progressive Fund Class R AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
|
Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 7.85 | -5.07 | 14.46 | 2.18 | 10.27 | -12.05 | 12.10 | 8.11 |
+/- Category | -2.15 | 1.29 | -1.21 | -3.06 | -0.87 | -1.97 | 3.73 | 0.96 |
+/- Category Index | - | - | - | -2.34 | -2.00 | -4.78 | 1.43 | -0.70 |
% Rank in Category | 81 | 29 | 67 | 75 | 64 | 76 | 10 | 27 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.05 | -0.08 | 0.05 |
1 Week | 1.22 | -0.14 | 0.16 |
1 Month | 0.20 | -0.11 | 0.19 |
3 Months | 1.14 | -0.65 | -0.54 |
6 Months | 3.34 | -0.91 | -2.25 |
YTD | 8.02 | 1.11 | -0.44 |
1 Year | 12.76 | 1.76 | 0.02 |
3 Years Annualised | 2.67 | 0.51 | -1.93 |
5 Years Annualised | 4.14 | -0.41 | -1.68 |
10 Years Annualised | 5.55 | 0.03 | -1.30 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.73 | 1.68 | - | - |
2023 | 4.10 | 0.42 | 0.95 | 6.22 |
2022 | -3.85 | -7.63 | -3.21 | 2.32 |
2021 | 2.30 | 4.52 | 0.63 | 2.48 |
2020 | -16.42 | 12.41 | 2.00 | 6.63 |
2019 | 6.53 | 3.25 | 2.51 | 1.52 |
|
Advertisement |